DAS
MASI

Dynamic Advisor Solutions’s Masimo MASI Stock Holding History

Dynamic Advisor Solutions’s Portfolio MASI Stock Details MASI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,512
Closed -$406K – 733
2020
Q4 		$406K Buy
1,512
+76
+5% +$19K 0.04% 413
2020
Q3 		$339K Buy
1,436
+130
+10% +$29.1K 0.04% 396
2020
Q2 		$298K Buy
+1,306
New +$287K 0.04% 388

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dynamic Advisor Solutions's MASI Position: Q1 2021 in Review

Dynamic Advisor Solutions sold out of Masimo (MASI) in Q1 2021, closing a stake of 1,512 shares — an estimated $406K sold.

Dynamic Advisor Solutions first reported a position in MASI in Q2 2020 and held it in 3 quarters. The position peaked at $406K in Q4 2020. 478 funds tracked by Wall St. Rank hold MASI as of Q1 2021.

  • Dynamic Advisor Solutions reported no remaining Masimo position as of Q1 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 1,512 Masimo shares in Q1 2021, an estimated $406K.
  • Dynamic Advisor Solutions first reported a position in Masimo in Q2 2020 and held it in 3 quarters.
  • Dynamic Advisor Solutions's Masimo position peaked at $406K in Q4 2020.
  • 478 funds tracked by Wall St. Rank held Masimo as of Q1 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2021, filed 27 Apr 2021.